Securities Operations Associate II (Transfer agency and Mutual Fund)

FIS; Gurugram District; Hybrid; INR 300,000 - 540,000; Full time

Benefits offered by this job

Hybrid work model

Competitive salary and benefits

Job summary

FIS in India is seeking a customer service professional for the Transfer Agency division, handling mutual funds processing and related support. The role involves verifying requests, ensuring data accuracy, and maintaining high service standards.

The position requires 1 to 3 years of experience, willingness to work night shifts, and a hybrid work model with three days on-site per week. Strong communication and a global mindset are valued.

Qualifications

• 1 to 3 years of experience in mutual funds and transfer agency or finance.
• Excellent communication and interpersonal skills.
• Global mindset is desirable.

Responsibilities

• Verify and input customer requests to ensure information is correct and take appropriate action.
• Perform quality control activities to ensure standards are met.
• Prepare template emails or written correspondence to customers when appropriate.
• Adhere to policies, procedures, and operational metrics to achieve productivity and quality.
• Adhere to fund and company policies and regulatory controls/requirements.
• Identify opportunities to streamline processes for greater efficiency and service.
• Guide/mentor peers on less complex processes.
• Demonstrate strong customer service to build satisfaction.
• Maintain strong verbal and written communication and active listening.
• Show adaptability to different personalities and work independently or in a team.

Skills

Customer service

Communication

Teamwork

Job description

Are you curious, motivated, and forward-thinkingAt FIS, youll have the opportunity to work on some of the most challenging and relevant issues in financial services and technology. Our talented people empower us, and we believe in being part of a team that is open, collaborative, entrepreneurial, passionate and above all fun.

About the team

The Transfer Agency is a division responsible for Transaction Operations, Processing and associated functions of mutual funds for various clients.

At FIS we provide a service to clients via various channels like Transaction processing, Chat etc. Customer support may include but not limited to Accounts set up, Shareholder data maintenance, overall record keeping.

What you will be doing:

• Verifying and inputting customer requests to ensure information is correct and in good order, and takes appropriate action.
• Performing quality control activities to ensure quality standards are met.
• Producing template email or written correspondence to customers, when appropriate
• Adhering to all policies & procedure guidelines and divisional operational metrics/standards to achieve operational, productivity and quality
• Adhering to all fund/company policies and regulatory controls/requirement
• Identifying improvement opportunities to streamline business processes resulting in greater efficiencies, productivity and/or service
• Guiding/mentoring peers on less complex processes
• Excellent customer service skills that build high levels of customer satisfaction
• Strong phone, verbal and written communication skills, along with active listening
• Customer focus and adaptability to different personality types
• Demonstrates effective people skills and sensitivities when dealing with others
• Ability to work both independently and in a team environment

What you bring:

• 1 to 3 Years of experience from Mutual fund and transfer agency process or Finance
• Rotational Shift
• Ready to work in night shifts (5 days in a week)
• Hybrid model 3 days in a week.
• Excellent communication and interpersonal skills
• Excellent knowledge of Customer Services; Global mindset (Desirable)

What we offer you:

A career at FIS is more than just a job. Its the change to shape the future of fintech. At FIS, we offer you:

• A voice in the future of fintech
• Always-on learning and development
• Collaborative work environment
• Opportunities to give back
• Competitive salary and benefits

Privacy Statement

FIS is committed to protecting the privacy and security of all personal information that we process in order to provide services to our clients. For specific information on how FIS protects personal information online, please see the .

Sourcing Model

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